IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,096 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,096
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.03%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M

Top Buyers

1
CM
Capula Management
Cayman Islands
+$4.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.16B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46B
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.16B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.17B
2
Goldman Sachs
Goldman Sachs
New York
-$3.66B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.16B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.52B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
3001
Widmann Financial Services
Maryland
$166K +$166K +304 New
IF
3002
Integrity Financial
Wyoming
$165K -$20.2K -37 -11%
AWM
3003
AllSquare Wealth Management
New York
$165K – – –
EPW
3004
Evergreen Private Wealth
Colorado
$165K – – –
AWM
3005
Aberdeen Wealth Management
Illinois
$164K -$370K -676 -69%
CAM
3006
Clarity Asset Management
Iowa
$160K – – –
ACM
3007
Anfield Capital Management
California
$155K +$12K +22 +8%
SCA
3008
Stuart Chaussee & Associates
California
$154K +$128K +233 +476%
PCTC
3009
Perkins Coie Trust Company
Washington
$149K – – –
DF
3010
DecisionPoint Financial
Arizona
$149K +$30.5K +55 +26%
HIIFS
3011
Harel Insurance Investments & Financial Services
Israel
$143K +$143K +262 New
LFASL
3012
Lugano Financial Advisors SA (LFA)
Switzerland
$141K – – –
WWM
3013
Wolff Wiese Magana
California
$138K – – –
WCM
3014
Westend Capital Management
California
$138K – – –
BCM
3015
Blume Capital Management
California
$137K – – –
MCM
3016
Mill Capital Management
North Carolina
$137K – – –
DF
3017
Dunhill Financial
United Kingdom
$133K +$40.5K +74 +44%
WCM
3018
Weaver Capital Management
Georgia
$131K +$547 +1 +0.4%
MM
3019
Main Management
California
$129K – – –
BIA
3020
Bell Investment Advisors
California
$128K +$548 +1 +0.4%
MWA
3021
MFA Wealth Advisors
Pennsylvania
$120K +$120K +219 New
FFL
3022
Financial Freedom LLC
Ohio
$117K – – –
CTC
3023
Cetera Trust Company
Minnesota
$115K – – –
CAM
3024
Costello Asset Management
Pennsylvania
$109K – – –
KFO
3025
Kopp Family Office
Minnesota
$108K – – –
119 120
121
122 123